YHB Investment Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,642
| Closed | -$207K | – | 283 |
|
|
2023
Q1 | $207K | Hold |
2,642
| – | – | 0.02% | 279 |
|
|
2022
Q4 | $222K | Hold |
2,642
| – | – | 0.02% | 268 |
|
|
2022
Q3 | $206K | Sell |
2,642
-80
| -3% | -$6.24K | 0.02% | 272 |
|
|
2022
Q2 | $230K | Hold |
2,722
| – | – | 0.02% | 251 |
|
|
2022
Q1 | $240K | Hold |
2,722
| – | – | 0.02% | 266 |
|
|
2021
Q4 | $248K | Hold |
2,722
| – | – | 0.02% | 291 |
|
|
2021
Q3 | $223K | Sell |
2,722
-354
| -12% | -$29K | 0.02% | 291 |
|
|
2021
Q2 | $247K | Hold |
3,076
| – | – | 0.02% | 273 |
|
|
2021
Q1 | $276K | Hold |
3,076
| – | – | 0.02% | 250 |
|
|
2020
Q4 | $266K | Buy |
3,076
+530
| +21% | +$45.8K | 0.03% | 244 |
|
|
2020
Q3 | $213K | Sell |
2,546
-900
| -26% | -$75.3K | 0.02% | 245 |
|
|
2020
Q2 | $287K | Sell |
3,446
-70
| -2% | -$5.83K | 0.04% | 153 |
|
|
2020
Q1 | $275K | Sell |
3,516
-30
| -0.8% | -$2.35K | 0.05% | 148 |
|
|
2019
Q4 | $302K | Hold |
3,546
| – | – | 0.04% | 157 |
|
|
2019
Q3 | $303K | Hold |
3,546
| – | – | 0.05% | 157 |
|
|
2019
Q2 | $269K | Hold |
3,546
| – | – | 0.04% | 162 |
|
|
2019
Q1 | $252K | Sell |
3,546
-200
| -5% | -$14.2K | 0.04% | 168 |
|
|
2018
Q4 | $244K | Sell |
3,746
-150
| -4% | -$9.77K | 0.04% | 162 |
|
|
2018
Q3 | $239K | Hold |
3,896
| – | – | 0.04% | 175 |
|
|
2018
Q2 | $228K | Hold |
3,896
| – | – | 0.04% | 174 |
|
|
2018
Q1 | $230K | Sell |
3,896
-309
| -7% | -$18.2K | 0.04% | 172 |
|
|
2017
Q4 | $266K | Buy |
4,205
+60
| +1% | +$3.8K | 0.05% | 166 |
|
|
2017
Q3 | $251K | Hold |
4,145
| – | – | 0.04% | 164 |
|
|
2017
Q2 | $252K | Sell |
4,145
-57,255
| -93% | -$3.48M | 0.04% | 160 |
|
|
2017
Q1 | $93K | Buy |
61,400
+57,155
| +1,346% | +$86.6K | 0.02% | 176 |
|
|
2016
Q4 | $234K | Buy |
4,245
+426
| +11% | +$23.5K | 0.05% | 162 |
|
|
2016
Q3 | $207K | Sell |
3,819
-426
| -10% | -$23.1K | 0.05% | 163 |
|
|
2016
Q2 | $254K | Buy |
4,245
+426
| +11% | +$25.5K | 0.06% | 148 |
|
|
2016
Q1 | $223K | Sell |
3,819
-426
| -10% | -$24.9K | 0.06% | 145 |
|
|
2015
Q4 | $217K | Buy |
4,245
+253
| +6% | +$12.9K | 0.05% | 154 |
|
|
2015
Q3 | $202K | Buy |
+3,992
| New | +$202K | 0.05% | 156 |
|
|
2015
Q1 | – | Sell |
-3,799
| Closed | -$203K | – | 168 |
|
|
2014
Q4 | $203K | Sell |
3,799
-1,500
| -28% | -$80.2K | 0.05% | 158 |
|
|
2014
Q3 | $235K | Sell |
5,299
-1,500
| -22% | -$66.5K | 0.06% | 145 |
|
|
2014
Q2 | $321K | Sell |
6,799
-1,282
| -16% | -$60.5K | 0.08% | 130 |
|
|
2014
Q1 | $368K | Sell |
8,081
-1,000
| -11% | -$45.5K | 0.09% | 128 |
|
|
2013
Q4 | $385K | Sell |
9,081
-1,000
| -10% | -$42.4K | 0.1% | 124 |
|
|
2013
Q3 | $416K | Sell |
10,081
-1,500
| -13% | -$61.9K | 0.12% | 118 |
|
|
2013
Q2 | $487K | Buy |
+11,581
| New | +$487K | 0.15% | 113 |
|